Jubilant Ingrevia Limited — PPTs, 22-07-2026: Investor Presentation

Jubilant Ingrevia delivered a strong Q1 FY27, with revenue soaring 25% YoY to ₹1,300 Cr and EBITDA jumping 37% YoY to ₹209 Cr. Net profit rose 41% to ₹106 Cr, resulting in EPS of ₹6.7. All segments saw healthy growth: Specialty Chemicals revenue increased 11% driven by Fine Chemicals & CDMO; Nutrition segment recorded 36% revenue growth and its highest EBITDA in three years; and Chemical Intermediates saw a significant 38% revenue increase with a 240% EBITDA boost from strong demand and pricing.

The company's 'Pinnacle' strategy is showing results. Key growth drivers include a robust CDMO and Fine Chemicals pipeline (100+ molecules with ₹3500+ Cr peak revenue potential) and a new Multi-Purpose Plant commissioning by year-end. They are also focusing on the high-potential Electronics/Semiconductor segment with plans for new R&D and clean room facilities.

Recent highlights include the successful integration of Remidex Pharma, strengthening human nutrition offerings, and a 3x expansion in the Pharma CDMO pipeline following roadshows. The company also hosted a successful Investor & Analyst Day, reinforcing confidence in its manufacturing capabilities and CDMO growth.

Management is confident of continued growth, expecting FY27 to be driven by Specialty Chemicals and Nutrition, alongside an Acetyls recovery. They anticipate sequential improvement in revenue and EBITDA, projecting FY27 as a "pivotal year" for accelerating growth.